Follow the steps below to get started!
Note: Only Users with the User Management permissions have the access to add & activate new users.
Step 1: Log into the Payments Portal
Go to portal.anddone.com and sign in using your administrator credentials.
Step 2: Navigate to Settings
Once logged in, locate and click on Settings in the left-hand navigation menu.
Step 3: Go to the Users Section
In the Settings menu, select Users to view your current user list.
Step 4: Click Add User
In the Users section, click on the ADD USER button to begin creating a new account.
Step 5: Enter User Details
Fill in the required fields for the new user.
Step 6: Assign a Role
Click on ASSIGN ROLE, then choose the appropriate role for the user based on their responsibilities. Admin & Basic are pre-generated, or create new roles by selecting New Role button.
Step 7: Confirm Role Assignment
Once you've selected the role, click CONFIRM to finalize the assignment.
Step 8: Activate the User (MOST important step!)
After confirming the details and role, click ACTIVATE. The user will automatically receive a registration email with their login credentials and next steps.
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If you need assistance or have any further questions, please click here to contact our support team.